# Efren Bolisay

> Efren Bolisay is a fee-only financial advisor at Sitrin Capital Management in Century City, California. Sitrin Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/efren-bolisay/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sitrin Capital Management
- **Based in:** Century City, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $351.1M across 626 accounts
- **CRD:** 3080389 (https://adviserinfo.sec.gov/individual/summary/3080389)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1998), Series 65 (1999)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.sitrincapital.com

## Frequently asked questions

### Is Efren Bolisay a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Efren holds no broker registration, and Sitrin Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Efren charge for financial advice?

Efren's firm, Sitrin Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Efren Bolisay based?

Efren Bolisay is based in Century City, California.

### Is Efren Bolisay registered with the SEC?

Yes. Efren Bolisay is registered as an investment adviser representative in CA (CRD 3080389), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sitrin Capital Management manage?

Sitrin Capital Management reports $351.1M across 626 accounts in assets under management.

### How do I contact Efren Bolisay?

Through Efren's website, www.sitrincapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3080389): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.